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MWA

Meridian Wealth Advisors Portfolio holdings

AUM $756M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
+3.47%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
10 Year Est. Return
–
AUM
$722M
AUM Growth
+$17.8M
Cap. Flow
+$1.39M
Cap. Flow %
0.19%
Top 10 Hldgs %
43.14%
Holding
198
New
12
Increased
43
Reduced
92
Closed
13

Top Buys

Rank Stock Value
1
AVDE icon
Avantis International Equity ETF
AVDE
+$10.5M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.8M
3
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.36M
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$4.94M
5
MS icon
Morgan Stanley
MS
+$4.16M

Top Sells

Rank Stock Value
1
AESI icon
Atlas Energy Solutions
AESI
+$14.7M
2
O icon
Realty Income
O
+$3.66M
3
FISV
Fiserv Inc
FISV
+$3.59M
4
ADBE icon
Adobe
ADBE
+$2.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Sector Composition

Rank Sector Weight
1 Technology 15.01%
2 Financials 8.69%
3 Energy 7.88%
4 Healthcare 5.13%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
51
IBM
IBM
$211B
$3.68M 0.51%
12,424
+433
+4% +$130K
SBUX icon
52
Starbucks
SBUX
$120B
$2.92M 0.4%
+34,617
New +$2.92M
KO icon
53
Coca-Cola
KO
$377B
$2.88M 0.4%
41,267
+1,666
+4% +$116K
AMGN icon
54
Amgen
AMGN
$208B
$2.69M 0.37%
8,232
-67
-0.8% -$21.3K
RSP icon
55
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$2.39M 0.33%
12,486
– –
JNJ icon
56
Johnson & Johnson
JNJ
$618B
$2.28M 0.32%
11,022
+662
+6% +$131K
APD icon
57
Air Products & Chemicals
APD
$65.7B
$2.22M 0.31%
8,997
-4,768
-35% -$1.21M
GLD icon
58
SPDR Gold Trust
GLD
$131B
$2.22M 0.31%
5,604
– –
QQQ icon
59
Invesco QQQ Trust
QQQ
$453B
$2.21M 0.31%
3,599
+142
+4% +$87.1K
PANW icon
60
Palo Alto Networks
PANW
$270B
$2.16M 0.3%
11,714
+7,362
+169% +$1.49M
ANET icon
61
Arista Networks
ANET
$227B
$1.95M 0.27%
+14,919
New +$2.05M
CSQ icon
62
Calamos Strategic Total Return Fund
CSQ
$3.23B
$1.88M 0.26%
97,722
– –
IRM icon
63
Iron Mountain
IRM
$36.4B
$1.69M 0.23%
+20,314
New +$1.9M
VTI icon
64
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$1.68M 0.23%
5,012
+201
+4% +$66.9K
VTWO icon
65
Vanguard Russell 2000 ETF
VTWO
$17.3B
$1.65M 0.23%
16,613
– –
IJH icon
66
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.63M 0.23%
24,712
+16,364
+196% +$1.07M
LOW icon
67
Lowe's Companies
LOW
$117B
$1.63M 0.23%
6,743
+2
+0% +$480
IYW icon
68
iShares US Technology ETF
IYW
$23.6B
$1.61M 0.22%
8,076
-630
-7% -$126K
MA icon
69
Mastercard
MA
$502B
$1.59M 0.22%
2,787
-46
-2% -$25.7K
RJF icon
70
Raymond James Financial
RJF
$33.8B
$1.54M 0.21%
9,569
-647
-6% -$104K
VHT icon
71
Vanguard Health Care ETF
VHT
$18.1B
$1.44M 0.2%
5,000
+2
+0% +$559
SNOW icon
72
Snowflake
SNOW
$102B
$1.4M 0.19%
+6,387
New +$1.56M
ADI icon
73
Analog Devices
ADI
$179B
$1.3M 0.18%
4,790
-158
-3% -$39.7K
EPD icon
74
Enterprise Products Partners
EPD
$82.3B
$1.3M 0.18%
40,448
– –
MCD icon
75
McDonald's
MCD
$192B
$1.3M 0.18%
4,240
-159
-4% -$48.7K
1 2
3
4 5

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Meridian Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Meridian Wealth Advisors held 198 positions worth $722M, up 2.5% from $704M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Meridian Wealth Advisors's Q4 2025 filing shows 12 new, 43 increased, 92 reduced and 13 closed positions. Its largest new stake was Avantis International Equity ETF: 130,534 shares worth $10.7M. The largest sale was Atlas Energy Solutions, an estimated $14.7M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Financials and Energy.

  • Meridian Wealth Advisors's largest Q4 2025 buy was Avantis International Equity ETF: 130,534 shares worth $10.7M.
  • Meridian Wealth Advisors added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $8.8M increase.
  • Meridian Wealth Advisors's biggest Q4 2025 reduction was Atlas Energy Solutions, cutting an estimated $14.7M.
  • Meridian Wealth Advisors fully exited Fiserv Inc in Q4 2025, selling an estimated $3.59M.
  • Meridian Wealth Advisors's ten largest holdings make up 43% of its $722M portfolio in Q4 2025.
  • Meridian Wealth Advisors opened 12 new positions and closed 13 in Q4 2025.
  • Meridian Wealth Advisors's portfolio value rose 2.5% quarter-over-quarter to $722M.

Based on Meridian Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.